Fiduciary Group’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Buy |
44,138
+3,324
| +8% | +$174K | 0.22% | 97 |
|
|
2025
Q1 | $2.03M | Buy |
40,814
+6,621
| +19% | +$330K | 0.2% | 104 |
|
|
2024
Q4 | $1.65M | Buy |
34,193
+5,725
| +20% | +$277K | 0.17% | 114 |
|
|
2024
Q3 | $1.29M | Buy |
28,468
+394
| +1% | +$17.9K | 0.13% | 128 |
|
|
2024
Q2 | $1.15M | Buy |
28,074
+4,530
| +19% | +$186K | 0.12% | 129 |
|
|
2024
Q1 | $992K | Buy |
23,544
+3,029
| +15% | +$128K | 0.11% | 138 |
|
|
2023
Q4 | $771K | Buy |
+20,515
| New | +$771K | 0.09% | 146 |
|